Core Viewpoint - Sandisk is establishing a technology advisory board to guide the development and strategy of its High Bandwidth Flash (HBF) technology, which aims to set a new memory standard in the AI industry [3][5]. Group 1: HBF Technology Overview - HBF technology applies the concept of High Bandwidth Memory (HBM) DRAM to flash memory by stacking NAND chips and connecting them to the main GPU through an interposer, significantly increasing data transfer bandwidth [3][5]. - HBF is designed to provide greater NAND bandwidth compared to traditional SSDs, making it suitable for faster checkpoint storage during AI training [5][6]. Group 2: Advisory Board Composition - The advisory board includes notable figures such as Professor David Patterson and Raja Koduri, who will provide strategic guidance and technical insights as Sandisk prepares to launch HBF [5][6]. - David Patterson is recognized for his contributions to processor design and has been awarded the ACM Turing Award for his work in computer architecture [7]. - Raja Koduri has a strong background in graphics architecture and has led the development of several GPU architectures at AMD and Intel [8]. Group 3: Market Implications - Sandisk's potential customers for HBF are primarily GPU manufacturers and experienced semiconductor packaging system builders, with a focus on the AI ecosystem [9]. - The success of HBF may depend on Nvidia's adoption, as it currently dominates the HBM-GPU connection standards [6][9]. - The absence of Nvidia representation on the advisory board raises concerns about the future of HBF in the competitive landscape of AI memory standards [8][9].